Nippon India Vision Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹26949 Cr | ₹6395 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Feb 1994 | 08 Oct 1995 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 9.01% | 74% |
| Expense Ratio | 1.66 | 1.96 |
| Manager | Dhruv Muchhal | Amar Kalkundrikar |
| ISIN Code | INF179KA1RT1 | INF204K01406 |
| Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | 3.2% | 2.37% |
| 6 Month | 9.66% | 7.48% |
| 1 Year | 5.84% | 6.81% |
| 3 Year | 20.66% | 20.69% |
| 5 Year | 26.81% | 23.96% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 0.71% | 0.83% |
| 1 Year | 9.4% | 8.97% |
| 3 Year | 15.46% | 17.23% |
| 5 Year | 18.12% | 17.92% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 13.35% | 17.28% |
| 3 Year | 11.41% | 15.68% |
| 5 Year | 11.57% | 14.86% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.90% | 12.94% |
| Sharp | 0.96% | 1.03% |
| Beta | 1.01% | 0.93% |
| Alpha | 1.34% | 2.21% |
Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Amar Kalkundrikar |
| Total AUM | ₹520687 Cr | ₹19671 Cr |
| Funds Managed | 40 | 4 |
| HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 3.81 | 5.62 |
| Large Cap | 44.55 | 56.12 |
| Small Cap | 13.45 | 0.9 |
| Mid Cap | 38.19 | 37.36 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 0.73 | 1.42 |
| Communication Services | 3.14 | 1.56 |
| Energy | 3.18 | 5.72 |
| Technology | 9.66 | 9.76 |
| Consumer Cyclical | 14.45 | 20.06 |
| Healthcare | 12.85 | 4.1 |
| Basic Materials | 6.85 | 9.42 |
| Consumer Defensive | 2.74 | 4.84 |
| Industrials | 10.27 | 15.44 |
| Financial Services | 30.08 | 22.86 |
| Real Estate | 2.33 | 1.68 |
| Utilities | 3.73 | 3.15 |
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